+2,620.0%
MUU vs MSTR
-25.6%
+2,645.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.4% | +13.0% | +12.2% |
| 7D | +17.4% | +12.2% | +5.2% | +10.2% |
| 30D | +24.0% | +45.2% | -21.2% | +1.3% |
| 3M | -23.9% | +10.4% | -34.3% | -28.3% |
| 6M | +284.4% | -2.5% | +286.9% | +286.3% |
| YTD | +583.7% | -6.0% | +589.7% | +565.7% |
| 1Y | +2,981.5% | -56.4% | +3,037.9% | +4,318.2% |
| All | +2,620.0% | -25.6% | +2,645.6% | +3,067.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MSTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling